Purchases and Sales Made in Q1 2022 in Wisdomtree Tr U.S Total Divide (DTD)
This table provides information about the institutional ownership of Wisdomtree Tr U.S Total Divide (DTD) during Q1 2022. The information is specifically focused on institutions that hold shares of WISDOMTREE TR U.S TOTAL DIVIDE.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 16, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
432+ 100.0% |
$26.5K - $28.3K
|
864
$66.7K
|
|
Apr 29, 2022
Q1 2022
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
401+ 3.43% |
$24.6K - $26.3K
|
12.1K
$934K
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
330New |
$20.2K - $21.6K
|
330
$25.5K
|
|
May 09, 2022
Q1 2022
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
280+ 23.49% |
$17.2K - $18.3K
|
1.47K
$114K
|
|
May 10, 2022
Q1 2022
|
Cutler Investment Counsel LLC
|
BUY
|
- |
207+ 1.49% |
$12.7K - $13.6K
|
14.1K
$1.09M
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
150+ 2.76% |
$9.2K - $9.83K
|
5.58K
$431K
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
150+ 2.91% |
$9.2K - $9.83K
|
5.3K
$409K
|
|
Apr 26, 2022
Q1 2022
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
64+ 0.37% |
$3.92K - $4.19K
|
17.2K
$1.33M
|
|
May 16, 2022
Q1 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
63+ 0.12% |
$3.86K - $4.13K
|
54K
$4.17M
|
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
60+ 0.36% |
$3.68K - $3.93K
|
16.6K
$1.28M
|
|
Apr 29, 2022
Q1 2022
|
Libra Wealth LLC
|
BUY
|
- |
47+ 0.84% |
$2.88K - $3.08K
|
5.67K
$437K
|
|
Apr 26, 2022
Q1 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
42+ 10.63% |
$2.58K - $2.75K
|
437
$33.7K
|
|
May 10, 2022
Q1 2022
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
35+ 0.79% |
$2.15K - $2.29K
|
4.48K
$346K
|
|
May 04, 2022
Q1 2022
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
27+ 0.37% |
$1.66K - $1.77K
|
7.3K
$563K
|
|
May 16, 2022
Q1 2022
|
V Wealth Advisors LLC
|
BUY
|
- |
22+ 0.3% |
$1.35K - $1.44K
|
7.43K
$573K
|
|
Jul 28, 2023
Q1 2022
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
18+ 0.31% |
$1.1K - $1.18K
|
5.77K
$445K
|
|
May 11, 2022
Q1 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
15+ 0.22% |
$920 - $983
|
6.7K
$517K
|
|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
BUY
|
- |
14+ 0.11% |
$858 - $917
|
13.3K
$1.02M
|
|
May 13, 2022
Q1 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
12+ 0.36% |
$736 - $786
|
3.32K
$256K
|
|
Apr 27, 2022
Q1 2022
|
Crewe Advisors LLC
|
BUY
|
- |
10New |
$613 - $655
|
10
$772
|
|
May 13, 2022
Q1 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
8+ 0.19% |
$490 - $524
|
4.29K
$331K
|
|
May 13, 2022
Q1 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
6+ 0.03% |
$368 - $393
|
22.3K
$1.72M
|
|
Apr 27, 2022
Q1 2022
|
Key F Inancial Inc
|
BUY
|
- |
5+ 0.14% |
$307 - $328
|
3.47K
$268K
|
|
May 12, 2022
Q1 2022
|
Citigroup Inc
|
BUY
|
- |
2+ 33.33% |
$123 - $131
|
8
$617
|
|
Jan 02, 2024
Q1 2022
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
1+ 0.44% |
$61.3 - $65.5
|
226
$17.4K
|
|
May 13, 2022
Q1 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1- 0.01% |
$61.3 - $65.5
|
6.99K
$540K
|
|
May 13, 2022
Q1 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-61- 1.47% |
$3.74K - $4K
|
4.1K
$316K
|
|
Apr 28, 2022
Q1 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-78- 0.99% |
$4.78K - $5.11K
|
7.76K
$599K
|
|
Apr 14, 2022
Q1 2022
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-79- 1.18% |
$4.84K - $5.18K
|
6.62K
$511K
|
|
Apr 20, 2022
Q1 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-134- 1.38% |
$8.22K - $8.78K
|
9.57K
$738K
|
|
May 16, 2022
Q1 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-140- 4.17% |
$8.58K - $9.17K
|
3.22K
$248K
|
|
May 03, 2022
Q1 2022
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-152- 0.66% |
$9.32K - $9.96K
|
22.9K
$1.77M
|
|
Apr 28, 2022
Q1 2022
|
Townsend Asset Management Corp
|
SELL
|
- |
-158Closed |
$9.69K - $10.4K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-187- 5.35% |
$11.5K - $12.3K
|
3.31K
$255K
|
|
May 24, 2022
Q1 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-225- 46.88% |
$13.8K - $14.7K
|
255
$19.7K
|
|
May 13, 2022
Q1 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-250- 4.99% |
$15.3K - $16.4K
|
4.76K
$368K
|
|
Apr 29, 2022
Q1 2022
|
Park Avenue Securities LLC
|
SELL
|
- |
-289- 6.39% |
$17.7K - $18.9K
|
4.24K
$327K
|
|
Apr 18, 2022
Q1 2022
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-313- 0.06% |
$19.2K - $20.5K
|
543K
$41.9M
|
|
May 13, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-432- 50.0% |
$26.5K - $28.3K
|
432
$33.3K
|
|
May 11, 2022
Q1 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-441- 1.92% |
$27K - $28.9K
|
22.6K
$1.74M
|
|
May 13, 2022
Q1 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-491- 1.32% |
$30.1K - $32.2K
|
36.7K
$2.83M
|
|
May 02, 2022
Q1 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-544- 2.72% |
$33.4K - $35.6K
|
19.5K
$1.5M
|
|
Apr 27, 2022
Q1 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-565- 2.22% |
$34.6K - $37K
|
24.9K
$1.92M
|
|
May 10, 2022
Q1 2022
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-607- 2.27% |
$37.2K - $39.8K
|
26.2K
$2.02M
|
|
May 16, 2022
Q1 2022
|
Avant Capital LLC
Lafayette, LA |
SELL
|
- |
-608- 2.54% |
$37.3K - $39.8K
|
23.3K
$1.8M
|
|
May 04, 2022
Q1 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-764- 9.5% |
$46.8K - $50.1K
|
7.28K
$562K
|
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-1.09KClosed |
$66.7K - $71.3K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-1.18K- 2.35% |
$72K - $77K
|
48.9K
$3.77M
|
|
Apr 29, 2022
Q1 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.44K- 13.3% |
$88.2K - $94.2K
|
9.37K
$723K
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.49K- 19.22% |
$91.5K - $97.8K
|
6.27K
$484K
|